Interact to see
Advertisement
Advertisement
JHEQX vs JHQRX
JHEQX vs JHQRX Comparison
Open Charts JHEQX vs JHQRX
JHEQX vs JHQRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JHEQX vs. JHQRX commentary
Aug 11, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JHEQX is a Buy and JHQRX is a Buy.
FUNDAMENTALS
Fundamentals
JHEQX (18.6B) and JHQRX (18.6B) have equal amount of cash in the bank . JHQRX pays higher dividends than JHEQX: JHQRX (0.81) vs JHEQX (0.56). JHEQX was incepted earlier than JHQRX: JHEQX (13 years) vs JHQRX (13 years). JHEQX (0.57) is less costly to investors than JHQRX (0.32). JHEQX (20.00) and JHQRX (20.00) have comparable annual turnover. JHEQX has a lower initial minimum investment than JHQRX: JHEQX (1000000) vs JHQRX (15000000). JHQRX (6.81) and JHEQX (6.53) have marching annual gain over last year. JHQRX (40.97) and JHEQX (39.56) have equivalent 5 years return.
| JHEQX | JHQRX | JHEQX / JHQRX | |
| Total Expense Ratio | 0.57 | 0.32 | 178% |
| Annual Report Gross Expense Ratio | 0.57 | 0.32 | 178% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 1.321 | 1.506 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 18.6B | 100% |
| Annual Yield % from dividends | 0.56 | 0.81 | 69% |
| Returns for 1 year | 6.53 | 6.81 | 96% |
| Returns for 3 years | 31.10 | 32.11 | 97% |
| Returns for 5 years | 39.56 | 40.97 | 97% |
| Returns for 10 years | 132.13 | 136.89 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MAPAX | 35.96 | 0.23 | +0.64% |
| NYLI WMC Value Class A | |||
| BIGFX | 35.49 | 0.01 | +0.03% |
| Baron International Growth Retail | |||
| FZIPX | 18.42 | N/A | N/A |
| Fidelity ZERO Extended Market Index | |||
| MLRMX | 8.42 | -0.04 | -0.47% |
| NYLI Winslow Large Cap Growth SIMPLE Cl | |||
| NBREX | 30.78 | -0.27 | -0.87% |
| Neuberger M/C Intrinsic Val Tr | |||